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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,086 | $107,666-65.6% | $102,184-63.7% | $154,746-76.0% |
| Participation rate | 25.0% | 83.7%-58.7pp | 82.6%-57.6pp | 80.7%-55.7pp |
| Annual return | 24.94% | 29.33%-4.4pp | 31.58%-6.6pp | 172.34%-147.4pp |
| Employer contribution / active EE | $615 | $3,846-84.0% | $3,594-82.9% | $4,379-86.0% |
| Participant deferral / active EE | $1,539 | $8,719-82.4% | $8,309-81.5% | $6,730-77.1% |
| Admin fee / account holder | $136 | $12,943-98.9% | $11,609-98.8% | $14,365-99.1% |